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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Dudley & Shanley
Palm Beach,
Florida
| USD 443 M | +USD 38.7 M | +10% | 6.75% | 67.9% | 27 | 29.63% | 2.6 |
|
| 2452 |
2452
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 443 M | +USD 34.9 M | +9% | 8.87% | 98.2% | 73 | 9.59% | 4.3 |
|
| 2453 |
2453
Institute for Wealth Management
Denver,
Colorado
| USD 443 M | +USD 46.1 M | +12% | 9.41% | 137% | 710 | 43.1% | 0.7 |
|
| 2454 |
2454
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 443 M | +USD 56.9 M | +15% | 14.5% | 149% | 130 | 6.15% | 3.8 |
|
| 2455 |
2455
RP Management
New York
| USD 442 M | +USD 286 M | +183% | 83.1% | 208% | 6 | 33.33% | 0.7 |
|
| 2456 |
2456
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 442 M | +USD 47.9 M | +12% | 9.82% | 121% | 72 | 9.72% | 3.6 |
|
| 2457 |
2457
Proffitt & Goodson
Knoxville,
Tennessee
| USD 442 M | +USD 28.4 M | +7% | 5.53% | 48.5% | 231 | 12.12% | 1.7 |
|
| 2458 |
2458
Dundas Partners
Edinburgh,
United Kingdom
| USD 442 M | +USD 40.2 M | +10% | 9.52% | 87.6% | 29 | 0% | 1.8 |
|
| 2459 |
2459
Foundation Resource Management
Little Rock,
Arkansas
| USD 442 M | -USD 15.6 M | -3% | 7.36% | 84.5% | 57 | 5.26% | 5.4 |
|
| 2460 |
2460
LVW Advisors
Pittsford,
New York
| USD 442 M | +USD 38.2 M | +9% | 5.99% | 79.1% | 201 | 26.37% | 2 |
|
| 2461 |
GWI
2461
Grace & White Inc
Ny,
New York
| USD 442 M | +USD 9.3 M | +2% | 4.84% | 59.6% | 128 | 3.13% | 5 |
|
| 2462 |
2462
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 441 M | +USD 32.6 M | +8% | 6.39% | 66.8% | 177 | 6.21% | 4.2 |
|
| 2463 |
2463
Sandbar Asset Management
London,
United Kingdom
| USD 440 M | +USD 241 M | +120% | 12.9% | 128% | 41 | 48.78% | 0.4 |
|
| 2464 |
2464
Sanders Morris Harris
Houston,
Texas
| USD 440 M | +USD 27.2 M | +7% | 10% | 85.8% | 315 | 21.27% | 1.2 |
|
| 2465 |
2465
Chemung Canal Trust
Elmira,
New York
| USD 440 M | +USD 29.4 M | +7% | 6.88% | 80.9% | 120 | 6.67% | 4.3 |
|
| 2466 |
2466
Crosslink Capital
Menlo Park,
California
| USD 440 M | +USD 54.1 M | +14% | 15.1% | 135% | 27 | 22.22% | 1.8 |
|
| 2467 |
2467
Isthmus Partners
Madison,
Wisconsin
| USD 439 M | +USD 17.1 M | +4% | 7.92% | 73.7% | 145 | 8.97% | 1.8 |
|
| 2468 |
2468
EnerVest
Houston,
Texas
| USD 439 M | +USD 51.6 M | +13% | 13.3% | 20.5% | 1 | 0% | 1 |
|
| 2469 |
2469
Intrust Bank
Wichita,
Kansas
| USD 439 M | +USD 39.2 M | +10% | 9.15% | 102% | 354 | 8.19% | 3.8 |
|
| 2470 |
2470
Winslow Asset Management
Beachwood,
Ohio
| USD 438 M | +USD 37.7 M | +9% | 11.7% | 89.9% | 87 | 3.45% | 4.8 |
|
| 2471 |
2471
Telos Capital Management
San Diego,
California
| USD 438 M | +USD 73.2 M | +20% | 8.63% | 71.1% | 186 | 11.29% | 3.5 |
|
| 2472 |
2472
Bouchey Financial Group
Troy,
New York
| USD 438 M | +USD 19.2 M | +5% | 8.26% | 66.7% | 83 | 14.46% | 2.9 |
|
| 2473 |
TA
2473
Tamarack Advisers
Carlsbad,
California
| USD 438 M | +USD 53.9 M | +14% | 42.2% | 46.5% | 37 | 37.84% | 1.2 |
|
| 2474 |
2474
Decatur Capital Management
Decatur,
Georgia
| USD 437 M | +USD 32.6 M | +8% | 10.4% | 135% | 63 | 14.29% | 1.7 |
|
| 2475 |
2475
SlateStone Wealth
Jupiter,
Florida
| USD 437 M | +USD 94.8 M | +28% | 8.6% | 79.1% | 232 | 34.05% | 0.6 |
|